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Treasury Fulfillment & Service Advisor - Card Fulfillment

Charlotte, North Carolina;

Job Description:

Role Overview: Responsible for acting as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process. Key Responsibilities: Provide a consultative approach to client through implementation; Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills; Troubleshoot, research, and respond to internal client team requests; Engage key stakeholders throughout the implementation process.

LOB Job Description:
Leading, directing and coordinating the implementation of highly complex card solutions. Acts as the primary client interface for the set-up of medium to high revenue clients

Responsibilities:

Provide relationship management, servicing and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process
Provides a consultative approach to the client throughout the implementation including system education, best practices, etc.
Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills
Responsible for project documentation and timely distribution of agenda, project plan, minutes, actionable items, etc.
Troubleshoot, research and respond to internal client team requests
Engage key stakeholders throughout the implementation process
Partners with internal business partners to ensure customer satisfaction

Required Skills:

Must have some Project Management experience
Proficient in Microsoft Office Suite of products (i.e… Excel, Power Point, Word etc…
2-5 years client service experience
Ability to work independently
Proven organizational and time management skills
Strong collaboration, influence, and communication skills both verbal and written
Ability to interact with clients at all levels of the organization
Proven ability to manage multiple projects simultaneously that include various complexity and requirements i.e…building custom expense reporting as requested by client(s)

Desired Skills:
College degree (or equivalent work experience) a plus
Visa/MasterCard processing knowledge a plus
Knowledge of industry standard files, conversion/integration
experience with expense management systems such as Concur, SAP, Ariba, etc.
Prior Card experience a plus
Basic accounting knowledge
Advanced Excel skills a plus

Other Qualifications:

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions

Excels in working among diverse viewpoints to determine the best path forward

Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner

Commitment to challenging the status quo and promoting positive change.

Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Role Overview: Responsible for acting as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process. Key Responsibilities: Provide a consultative approach to client through implementation; Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills; Troubleshoot, research, and respond to internal client team requests; Engage key stakeholders throughout the implementation process.

LOB Job Description:
Leading, directing and coordinating the implementation of highly complex card solutions. Acts as the primary client interface for the set-up of medium to high revenue clients

Responsibilities:

Provide relationship management, servicing and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process
Provides a consultative approach to the client throughout the implementation including system education, best practices, etc.
Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills
Responsible for project documentation and timely distribution of agenda, project plan, minutes, actionable items, etc.
Troubleshoot, research and respond to internal client team requests
Engage key stakeholders throughout the implementation process
Partners with internal business partners to ensure customer satisfaction

Required Skills:

Must have some Project Management experience
Proficient in Microsoft Office Suite of products (i.e… Excel, Power Point, Word etc…
2-5 years client service experience
Ability to work independently
Proven organizational and time management skills
Strong collaboration, influence, and communication skills both verbal and written
Ability to interact with clients at all levels of the organization
Proven ability to manage multiple projects simultaneously that include various complexity and requirements i.e…building custom expense reporting as requested by client(s)

Desired Skills:
College degree (or equivalent work experience) a plus
Visa/MasterCard processing knowledge a plus
Knowledge of industry standard files, conversion/integration
experience with expense management systems such as Concur, SAP, Ariba, etc.
Prior Card experience a plus
Basic accounting knowledge
Advanced Excel skills a plus

Other Qualifications:

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions

Excels in working among diverse viewpoints to determine the best path forward

Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner

Commitment to challenging the status quo and promoting positive change.

Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21068289

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Felicia Duke

Referral Bonus:

0

Street Address

Primary Location:
900 W TRADE ST, NC, Charlotte, 28255
Additional Locations: